Jeweler-Client Collaboration

Project Manager

Build It Together, Stage by Stage

When a lead becomes a commission, the work is just beginning. Project Manager turns every custom build into a shared workspace — so your client sees real progress from concept to finished ring, and you stop fielding status-check texts.

From Deposit to Delivery, in One View

Seven stages that mirror how a custom piece is actually made. Your client follows along at every step — no more wondering where things stand.

1

Inquiry

Client submits ring specs and the conversation begins.

2

Deposit

Deposit collected and the commission is locked in.

3

Design

Concept sketches and material selections are finalized.

4

CAD Approval

3D render reviewed and approved before casting.

5

Wax & Casting

Wax is printed and cast in the chosen metal.

6

Setting & Finishing

Stones set, polished, and quality-checked.

7

Completed

Finished ring delivered to your client.

Two Views, One Source of Truth

You at the bench. Them in the loop.

You manage everything from a focused studio workspace — drag projects between stages, drop in photos, and log notes as you work. Your client sees a clean, branded portal with the same timeline, the latest images, and a single place to approve and reply.

  • Messages and decisions stay attached to the project — not lost in a phone.
  • Approvals and updates trigger email & SMS the moment they happen.
  • Every render, wax shot, and final photo lives on one timeline.
Project Thread
J
Here's the CAD render — let me know if the band width feels right before we print.
E
Love it. Approved! 💍
Approve & advance to Wax →

Everything a Custom Build Needs

Keep clients confident, deposits moving, and your bench focused on the work.

Shared Project Timeline

Every commission moves through seven clear stages — Inquiry to Completed — so your client always knows exactly what's happening and what's next.

Stage-by-Stage Updates

Post photos, videos, and notes from your bench at each milestone. Your client watches their ring come to life instead of waiting in the dark.

Client Approvals

Send CAD renders and wax shots for sign-off before you cast. Catch every change early — not after the metal is poured.

Email & SMS Notifications

Each status change can notify your client automatically by email or text. No more ‘any update?’ messages to chase down.

One Conversation Thread

Questions, files, and decisions live in one place per project — never scattered across texts, emails, and sticky notes.

Branded Client Portal

Clients follow progress on a clean, white-labeled page that carries your studio's name and look — never ours.

Turn Commissions Into Confident Clients

Start your free trial and run your next custom build in a shared workspace from day one.